Investment Administration Interim Manager

3 weeks ago


Northwich, United Kingdom Nelson Scott LLP Full time

OVERALL SUMMARY
- The Client Payments & Fees team is based across the Northwich and London offices, and is responsible for a range of administrative and process driven activity including, but not limited to, the timely and accurate processing of cash movements in and outof client accounts (including investment instructions), in addition to the processing of initial and ongoing fees.
- Direct client contact is required from a verification and validation perspective for some of the business processes.
- The team undertake activity utilising the suite of computer systems provided by our software provider, IRESS, including Xplan, Pulse, Fusion and Symphony
- The Manager will be responsible for the direct oversight and line management of the team in addition to oversight of all applicable business processes and associated controls.

RESPONSIBILITIES
- Oversee the range of high volume and complex administrative process activity undertaken within the team, ensuring standard operating procedures are followed and business cases are undertaken in a timely and accurate manner.
- Actively monitor and oversee the workflow tasks supporting all applicable business processes.
- Undertake all line management responsibilities with direct reports.
- Actively develop all team members via coaching and involvement in the company’s appraisal and development scheme.
- To review all processes regularly to ensure they are operating it as efficient manner as possible, implementing any changes, as required.
- Ensure all client contact elements in the team are undertaken effectively so that all client instructions that require validation and verification are completed.
- Oversee risk management and business continuity activities for the team.
- Close liaison with other departments developing existing relationships further to ensure all business processes run effectively.
- Oversight of the recording and collating of departmental statistics on a daily and monthly basis, where appropriate.
- Management and oversight of all departmental procedures.
- To work closely with incumbent Manager of the team to produce optimum outcomes for the team.
- To inform Line Manager of areas of concern and issues that may arise
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF:

- A number of years’ of direct line management experience is essential.
- A number of years’ experience of overseeing operational processes within a highly controlled and regulated environment is highly desirable.
- Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment products, wrappers and 'platforms.’
- High levels of accuracy and attention to detail.
- Flexibility and availability to work overtime during peak workload periods.
- Excellent communication skills (written and verbal).
- IT proficiency.
- Proactive nature with high levels of initiative.
- Previous customer/client service experience would be an advantage.
- Knowledge and experience of Lean methodologies would be beneficial.



  • Northwich, United Kingdom Close Brothers Group Full time

    **RESPONSIBILITIES** - Undertake all relevant payment processing (both in and out) activity and ongoing fee processing and monitoring relating to new and existing CBAM clients, on the Fusion, PULSE and Symphony systems, within agreed SLAs - Undertake client contact for various elements of the client withdrawal process and for verifying Source of Funds for...


  • Northwich, United Kingdom Bruin Full time

    Ref: 37317One of the UKs largest Financial Service's organisations are looking for a Team Leader to join the team in Cheshire to manage, coach and develop the Investment Operations team. Daily responsibilities will include;• Providing leadership and direction to the Transfers Team, managing the team members on a day to day basis, ensuring performance...


  • Northwich, United Kingdom Recruit UK | Certified B Corp™ Full time

    Join a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and...


  • Northwich, United Kingdom Recruit UK | Certified B Corp™ Full time

    Join a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and...


  • Northwich, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job DescriptionJoin a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through...


  • Northwich, United Kingdom Recruit UK | Certified B Corp™ Full time

    Join a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and...


  • Northwich, United Kingdom Recruit UK | Certified B Corp™ Full time

    Join a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and...


  • Northwich, United Kingdom Recruit UK | Certified B Corp™ Full time

    Join a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and...

  • Administrator

    2 days ago


    Northwich, United Kingdom Executive Connect LTD Full time

    Administrator 37.5 hours per week £13.00 per hour 6 Months contract The person in this role will facilitate ETS device management processes including checking in hardware deliveries, initiating outbound deliveries, processing disposals, and asset recovery processes. On an ongoing basis, this person will maintain accurate physical inventories by...

  • Administrator

    6 days ago


    Northwich, United Kingdom Randstad Tech IT Full time

    Administrator - Device ManagementLocation: Cheshire, England, United KingdomEmployment Type: Full-Time - 6 month initial contract Are you ready to play a crucial role in our Enterprise Technology Solutions division? We're seeking a talented Administrative Support professional to join our team in Cheshire. In this role, you'll be integral to our device...

  • Administrator

    2 days ago


    Northwich, United Kingdom Randstad Technologies Recruitment Full time

    Administrator - Device Management Location: Cheshire, England, United Kingdom Employment Type: Full-Time - 6 month initial contract Are you ready to play a crucial role in our Enterprise Technology Solutions division? We're seeking a talented Administrative Support professional to join our team in Cheshire. In this role, you'll be integral to our...


  • Northwich, United Kingdom Cpl Life Sciences Full time

    **Reference Number**: JO-2303-512915 Compliance Administrator **Rate**: Negotiable **Job Type**: Contract **Location**: Northwich Compliance Administrator **Location**: Northwich - Hybrid working (3 days in the office per week) **Duration**: 9 months **Pay rate**: £13.33 per hour (26k per annum) PAYE The Compliance Administrator is responsible for...

  • Payroll Administrator

    4 weeks ago


    Northwich, United Kingdom Your Life Your Way Full time

    Would you like to work for a company that makes a difference to people’s lives? Do you have payroll administration experience? We need you to Join our quality care company! **_Position_**: - We are recruiting for a Payroll administrator - full time_ - Benefits include; - Good Rate of Pay - Paid annual leave - Pension scheme entitlement - Full training...

  • Payroll Administrator

    4 weeks ago


    Northwich, United Kingdom Your Life Your Way Full time

    Would you like to work for a company that makes a difference to people’s lives? Do you have payroll administration experience? We need you to Join our quality care company! **_Position_** - We are recruiting for a Payroll administrator - full time _ - Benefits include; - Good Rate of Pay - Paid annual leave - Pension scheme entitlement - Full training...


  • Northwich, Cheshire, United Kingdom St Andrew's Healthcare Full time

    Estates & Facilities Helpdesk Administrator - Northampton Job Type: Full Time Administration Apply for Estates & Facilities Helpdesk Administrator - Northampton Andrew’s Healthcare has a vacancy for an administrator to join our Helpdesk Team  Working at St Andrew’s Healthcare We’re the UK’s largest independent provider of NHS services, a...


  • Northwich, United Kingdom M TWO Search Ltd. Full time

    Title: Technical Administrator with Excel Expertise Wanted Are you a tech-savvy individual with a knack for problem-solving and a passion for Excel? We're on the lookout for a talented Technical Administrator to join an expanding company. If you thrive in a dynamic environment and love tackling technical challenges, this could be the perfect opportunity for...


  • Northwich, United Kingdom Butcher & Barlow Full time

    **Hours**: 5 days per week. **Purpose of Role**:Providing high level, comprehensive administrative and reception support to the Gadbrook Park office. **Responsible to**: Office Manager **Duties and Responsibilities include but are not limited to**: - Assisting secretarial staff within the office with various administrative tasks including opening files,...


  • Northwich, United Kingdom Tata Chemicals Europe Full time

    DescriptionWe are seeking an experienced Mechanical Project Engineer, working on an interim basis on contract through our recruitment partner Morson, on a PAYE or Ltd Company basis for a period of around 6 months to support an increased workload within our Project Engineering team.The role is based in Northwich, Cheshire at our Lostock site.Key...


  • Northwich, United Kingdom A & E Leisure Full time

    Customer Services Administrator: Cheshire Based Business 'A & E Leisure' has an exciting opportunity for a driven and experienced customer services administrator to join our team With the next few years going to be an era of ‘Staycation’ this role presents enormous opportunity and scope. We have seen a huge uplift in the section of the business which...

  • Administrator

    1 month ago


    Northwich, United Kingdom Disability Positive Full time

    **We are excited to offer this post working within the Community Engagement Team at Disability Positive.** As Administrator, you will support the Service Coordinator and Team Manager to deliver the Community Connections service; this service enables disabled young people to access universal, community based, sports and leisure services. You will manage a...